Edward Agodorny

Edward Agodorny is a Manager in the firm’s Troy office. He joined Yeo & Yeo on July 1, 2024, through the merger with Berger, Ghersi & LaDuke PLC. Edward specializes in compilation and review engagements, financial statement preparation, and tax planning for individuals and small businesses.

Specializations

  • Compilation and review engagements
  • Financial statement preparation
  • Tax planning for individuals and small businesses
  • Tax return preparation for individuals, for-profit businesses, non-profit organizations, and employee benefit plans

Professional Certifications and Education

  • Certified Public Accountant (CPA)
  • Eastern Michigan University, Bachelor of Business Administration in Accounting
  • Eastern Michigan University, Master of Science in Accounting

Professional Membership

  • American Institute of Certified Public Accountants
  • Michigan Association of Certified Public Accountants

Sierra Roy is a Manager based in the Ann Arbor office. She is a member of the firm’s Education Services Group and joined Yeo & Yeo in 2021.

Specializations

  • Assurance services with an emphasis on government entities, school districts, and non-profit organizations
  • Audit under government auditing standards
  • Single audits and audits under 2 CFR 200

Professional Certifications and Education

  • Certified Public Accountant (CPA)
  • University of Michigan-Dearborn, Bachelor of Business Administration in Accounting

Professional Membership

  • American Institute of Certified Public Accountants
  • Michigan Association of Certified Public Accountants

McKenzie Luria is a Manager in the Ann Arbor office. She is a member of the firm’s Assurance Service line. She joined Yeo & Yeo in 2023.

Specializations

  • Audits of nonprofit organizations
  • Audits of school districts
  • Audits under Uniform Grant Guidance (Single Audits)

Professional Certifications and Education

  • Certified Public Accountant (CPA)
  • Wittenberg University, Bachelor in Accounting & Finance

Professional Membership

  • American Institute of Certified Public Accountants
  • Michigan Association of Certified Public Accountants

Community Involvement

  • Founding member of Ann Arbor Women for Good
  • Volunteer for Ladywood Legacy group

Kevin Bouma is a Nonprofit Consulting Manager in the Kalamazoo office. He has more than 25 years of experience in public and private accounting, including serving as Chief Financial Officer for organizations in the nonprofit industry. 

Specializations

  • Annual audit coordination and oversight
  • Budgeting
  • Interim CFO/Controller services
  • Monthly financial statement reviews
  • Monthly financial statement reviews
  • Nonprofit accounting training
  • Year-end audit preparation and reconciliations

Professional Certifications and Education

  • Certified Public Accountant (CPA)
  • Certified Nonprofit Accounting Professional (CNAP)
  • Central Michigan University, Bachelor of Science in Business Administration in Accounting
  • Certified Nonprofit Accounting Professional
  • Certified QuickBooks ProAdvisor
  • Indiana Wesleyan University, Master of Business Administration in Accounting

Professional Membership

  • American Institute of Certified Public Accountants
  • Michigan Association of Certified Public Accountants

Steve Soules is a Manager in the Kalamazoo office. He has more than five years of experience in public accounting and specializes in tax preparation, compilations, and reviews for nonprofit and for-profit entities. 

Specializations

  • Accounting, compilations, and reviews for nonprofit and for-profit entities
  • Payroll processing, reconciling, and tax compliance
  • Tax return for individuals, partnerships, S corporations, C corporations, and nonprofit organizations

Professional Certifications and Education

  • Certified Public Accountant (CPA)
  • Enrolled Agent (E.A.) – Internal Revenue Service highest awarded credential
  • Dale Carnegie graduate
  • Davenport University, Bachelor of Science in Business Administration in Accounting
  • Davenport University, Master of Business Administration in Accounting

Professional Membership

  • American Institute of Certified Public Accountants (AICPA)
  • Michigan Association of Certified Public Accountants (MICPA)

Community Involvement

  • Barry Country United Way, volunteer
  • Epilepsy Foundation of Michigan, board member
  • IRS Volunteer Income Tax Assistance (VITA) program, volunteer

Joey Winterstein is a Manager in the Saginaw office. He is a member of the firm’s Education Services Group. He joined Yeo & Yeo in 2019.

Specializations

  • Audits of school districts, nonprofit organizations and healthcare organizations
  • Audits under Government Auditing Standards
  • Audits under Uniform Grant Guidance (Single Audits)

Professional Certifications and Education

  • Certified Public Accountant (CPA)
  • Northwood University, Bachelor of Business Administration in Accounting

Professional Membership

  • American Institute of Certified Public Accountants
  • Michigan Association of Certified Public Accountants
  • Michigan School Business Officials

Publications/Seminars

  • Presentation: Speaker for “Auditing Michigan School Books” at the 2024 Michigan Association of Certified Public Accountants Governmental Accounting & Auditing Conference
  • Presentation: Speaker for “Back to School: The Changing Audit Environment of Education” at the 2025 Michigan Association of Certified Public Accountants Governmental Accounting & Auditing Conference
  • Training: Internal instructor for trainings on auditing schools in the State of Michigan

Community Involvement

  • Saginaw Valley Zoological Society (Saginaw Children’s Zoo), Treasurer

Nicole Hammis is a Manager in the Saginaw office and she is a member of the firm’s Government Services Group. She specializes in audits of nonprofit and for-profit entities and has more than five years of experience in public accounting. 

Specializations

  • Audits for nonprofit organizations and for-profit companies
  • Audits under government auditing standards
  • Audits under Uniform Grant Guidance (Single Audits)

Professional Certifications and Education

  • Certified Public Accountant (CPA)
  • Saginaw Valley State University, Bachelor in Professional Accountancy

Professional Membership

  • American Institute of Certified Public Accountants
  • Michigan Association of Certified Public Accountants

Community Involvement

  • Saginaw Community Foundation Investment Committee, member
  • Saginaw County Young Professionals Network, member

Brandon Brom is a Manager based in the firm’s Troy office. He specializes in real estate, nonprofit organizations, state and local taxation, and partnership taxation, with a particular focus on the sale and transfer of partnership interests.

Specializations

  • State and local taxation
  • Tax planning and preparation for partnerships
  • Experience in the following industries: nonprofit, real estate, and cannabis

Professional Certifications and Education

  • Certified Public Accountant (CPA)
  • Adrian College, Bachelor of Accountancy
  • Adrian College, Master of Accountancy

Professional Membership

  • American Institute of Certified Public Accountants
  • Auburn Hills Chamber of Commerce Business Referral Group
  • Michigan Association of Certified Public Accountants
  • Troy Chamber of Commerce Business Networking Group

Jim is a Principal in the Troy office. He joined Yeo & Yeo on July 1, 2024, with the merger of Berger, Ghersi & LaDuke PLC, serving as a Principal. Jim has over 40 years of deep financial expertise working in both public accounting and private company. He serves a variety of industries, including specialization in real estate, construction, manufacturing, medical, nonprofit, and technology.

Specializations

  • Accounting, tax and financial preparation for businesses and individuals
  • Business advisory, planning and forecasting
  • Estate and trust taxes
  • Risk management

Professional Certifications and Education

  • Certified Public Accountant (CPA)
  • Oakland University, Bachelor’s in Accounting
  • Walsh College, Master of Science in Accounting

Professional Membership

  • American Institute of CPAs
  • Employee Benefit Plan Audit Quality Center
  • Michigan Association of CPAs

Jordan Bohlinger is a Manager in the Flint office. He is a member of the Assurance Service Line and the firm’s Education Services Group. He joined Yeo & Yeo in 2017. 

Specializations

  • Audits of school districts
  • Audits of nonprofit organizations
  • Audits under Government Auditing Standards
  • Single audits and audits under 2 CFR 200
  • 990 Tax Returns

Professional Certifications and Education

  • Northwood University, Bachelor of Business Administration in Accounting

Professional Membership

  • American Institute of Certified Public Accountants
  • Michigan Association of Certified Public Accountants
  • Michigan School Business Officials 

Publications/Seminars

  • Article: GASB 103 is Here: What It Means for K–12 School Districts’ MD&A and Beyond
  • Training: Internal instructor for training on governmental and school districts

Community Involvement

  • Bay Valley Academy Gymnastics Booster Club, treasurer 

Awards

  • Flint and Genesee Group, 40 Under 40 honoree – 2024

Jordan Hale is a Manager in the East Lansing office. He specializes in audits for nonprofits and real estate entities. He joined Yeo & Yeo in 2013.

Specializations

  • Audits on nonprofit organizations
  • Audits of real estate entities
  • Single audits under Uniform Grant Guidance

Professional Certifications and Education

  • Certified Public Accountant (CPA)
  • Michigan State University, Bachelor of Arts in Accounting
  • Michigan State University, Master of Science in Accounting
  • Not-for-Profit Certificate I – AICPA

Professional Membership

  • American Institute of Certified Public Accountants
  • Michigan Association of Certified Public Accountants

Community Involvement

  • Boys and Girls Club of Lansing, volunteer
  • Capital Area Humane Society, volunteer
  • Greater Lansing Food Bank, volunteer
  • Meals on Wheels, volunteer
  • Yeo & Yeo Foundation Board, treasurer

Sophia is a Manager with the Ann Arbor office. She is a member of Yeo & Yeo’s Audit Services Group. She joined the firm in 2015.

Specializations

  • Audits of for-profit companies
  • Audits of nonprofit organizations and Form 990 preparation
  • Audits of school districts

Professional Certifications and Education

  • Certified Public Accountant (CPA) – MI and NC
  • Eastern Michigan University, Bachelor of Science in Business Administration
  • Eastern Michigan University, Master of Science in Accounting

Professional Membership

  • American Institute of Certified Public Accountants
  • Michigan Institute of Certified Public Accountants
  • North Carolina Association of Certified Public Accountants 

Publications/Seminars

  • Article: Michigan Unclaimed Property and Escheat Requirements
  • Training: Developed and conducted internal training on audit updates for school districts, nonprofit organizations, and businesses

Wendy Thompson is Yeo & Yeo’s training manager. She joined Yeo & Yeo in 2006 and has over 20 years of public accounting experience. Wendy researches and teaches all aspects of accounting, compilations, reviews, audits and nonprofit tax returns. She assists staff in nine Yeo & Yeo offices with software used in these areas and creates and updates best practices. She is a member of the firm’s Audit Services Group, the Nonprofit Services Group and the Compilation and Review team.

Specializations

  • Audits of nonprofit organizations
  • Audits under government auditing standards
  • Nonprofit organization taxation
  • Single audits under 2 CFR200
  • Training and development

Professional Certifications and Education

  • Certified Public Accountant (CPA)
  • Northern Michigan University, Bachelor of Science in Accountancy
  • Northern Michigan University, Bachelor of Science in Spanish

Professional Membership

  • American Institute of Certified Public Accountants
  • Association for Talent Development (ATD)
  • Michigan Association of Certified Public Accountants
  • Michigan Association of Certified Public Accountants’ Nonprofit Task Force

Publications/Seminars

  • eBook: What’s All the Fuss About Form 990?
  • eBook: Lobbying and Political Expenditures
  • eBook: Revenue Recognition for Nonprofits
  • eBook: Essential Nonprofit Policies
  • eBook: Functional Expense Allocation for Nonprofits After ASU 2016-14
  • Presentation: Speaker for “Assessing and Responding to Risks for NFPs” at the Michigan Association of Certified Public Accountants Nonprofit Conference
  • Presentation: Speaker for “The Exception to the Rule: An Analysis of Single Audit Results” at the Michigan Association of Certified Public Accountants Nonprofit Conference
  • Presentation: Speaker for “Year-End Payroll: Payroll & Tax Returns (941), W-2s” at the Michigan School Business Officials Conference
  • Presentation: Speaker for “Deep Dive Into Form 990” at the Michigan Association of Certified Public Accountants Nonprofit Conference
  • Presentation: Speaker for “Form 990 Statement of Revenue” at the Michigan Association of Certified Public Accountants Nonprofit Conference
  • Presentation: Speaker for “GAAP Alternatives for Nonprofits” at the Michigan Association of Certified Public Accountants CPE Mega Conference
  • Presentation: Speaker for “Facing the Topic 606 Challenge” at the Michigan Association of Certified Public Accountants Nonprofit Conference
  • Presentation: Speaker for “A Nonprofit Accounting and Financial Reporting Update” at the Michigan Association of Certified Public Accountants Nonprofit Conference
  • Presentation: Speaker for “New Accounting Standards for 2018” at the Michigan Society of Association Executives 2018 Operations Conference

Community Involvement

  • Boy Scout Troop 760, scoutmaster
  • Girl Scout Troop, co-leader
  • Midland High Music Parents Association, band representative & co-president

Awards

  • Spirit of Yeo Award, 2016, – recognizing one individual each year who exemplifies the attributes of the firm’s mission and core values

Michael Evrard began his career with Yeo & Yeo in 2010 and serves as a Principal in the Kalamazoo office. He is a member of the firm’s Audit Services Group, the Nonprofit Services Group, and the Education Services Group.

Specializations

  • Audits of 401(k) plans
  • Audits of for-profit companies
  • Audits of nonprofit organizations and Form 990 preparation
  • Audits of public school academies
  • Audits of school districts
  • Audits under government auditing standards
  • Single audits under Uniform Guidance (2 CFR 200)
  • Data extraction

Professional Certifications and Education

  • Certified Public Accountant (CPA)
  • AICPA Advanced Single Audit Certification
  • Central Michigan University, Bachelor of Business Administration in Accounting

Professional Membership

  • American Institute of Certified Public Accountants
  • Michigan Association of Certified Public Accountants

Publications/Seminars

  • Article: 6 Tips for Effective Virtual Fundraisers
  • Article: Nonprofit Quick Tip: Voided Transactions
  • Article: 7 Tips for Nonprofit Budgeting During Uncertain Times
  • Article: New Federal Funding in 2020-2021 May Mean New Audit Considerations for Nonprofits
  • Article: Nonprofit Quick Tip: Monitoring Electronic Donations
  • Article: Nonprofit Internal Control Quick Tip: Property/Equipment Inventory
  • Article: How to Account for Verbal Promises to Give
  • Article: Unrelated Business Income Tax – Does It Affect Your Nonprofit Organization?
  • Article: Nonprofit Internal Control Quick Tip: IT Access
  • Article: 4 Ways to Track Donor Restrictions
  • Article: Receiving Donations from Network for Good
  • Article: Best Practices for Effective Board Packets
  • Article: Nonprofit Quick Tip: Document Retention Policy
  • Article: Questionable Solicitation Language Draws Huge Fine from Michigan Attorney General
  • Article: Do Your Part for Donors – IRS Substantiation Rules
  • Article: What Picture Are You Painting With Your Form 990?
  • eBook: Essential Nonprofit Policies — Create Policies That Support Your Organization and Mission
  • Presentation: Speaker for “How to Prepare for a Headache-Free Audit” at the Michigan School Business Officials annual conference
  • Presentation: Speaker for “Avoiding Common Audit Issues” at the Southwest Michigan School Business Officials Conference
  • Presentation: Speaker for “Understanding and Completing Your SEFA” at the Southwest Michigan School Business Officials Conference
  • Presentation: Speaker for “Accounting and Auditing Update” at the Michigan School Business Officials annual conference
  • Presentation: Speaker for “The MD&A – Who Cares, and How to Make Yours Meaningful” at the Southwest Michigan School Business Officials Conference
  • Presentation: Speaker for a six-hour training for Michigan entities receiving a specific federal grant, covering regulatory updates, accounting standards, best practices, and federal procurement standards
  • Presentation: Speaker for an association of nonprofit organizations in Michigan on board member responsibilities and education
  • Training: Internal instructor for Form 990 preparation training

Community Involvement

  • Family Promise of Genesee County, former treasurer
  • Genesee County Habitat for Humanity, former volunteer
  • Guys Who Give of Kalamazoo County
  • Leadership Genesee graduate
  • Mott College Accounting Advisory Committee, former member

Chelsea Meyer is a Senior Manager in the Kalamazoo office. She is a member of the firm’s Client Accounting Software Team, the Nonprofit Services Group, and the Trust & Estate Services Group. Chelsea joined Yeo & Yeo in 2013.

Specializations

  • Business advisory services
  • Financial statement compilations and reviews
  • Managerial accounting solutions with an emphasis on QuickBooks
  • Tax planning and preparation for individuals, businesses, trusts and estates

Professional Certifications and Education

  • Certified Public Accountant (CPA)
  • Certified QuickBooks ProAdvisor
  • Grand Valley State University, Bachelor of Business Administration in Accounting
  • Grand Valley State University, Master of Science in Accounting

Professional Membership

  • Accounting & Financial Women’s Alliance, Grand Rapids
  • American Institute of Certified Public Accountants
  • Grand Valley Accounting Alumni Chapter
  • Grand Valley Young Professionals
  • Michigan Association of Certified Public Accountants
  • Western Michigan Estate Planning Council
  • Women in Networking, Kalamazoo

Publications/Seminars

  • Article: Impact of Tax Reform on Trusts – Major Deduction Changes Suspended Until 2025
  • Article: QuickBooks Add-ons for Construction Industry Needs
  • Article: Your Construction Business Has Outgrown QuickBooks. Now What?

Community Involvement

  • Child Care Network, former board chair and finance committee member
  • Humane Society of Huron Valley leadership team, former member
  • Junior League of Ann Arbor, former treasurer
  • Women Who Care of Kalamazoo County, member

Jennifer Watkins is a Principal in the Flint office. She has extensive experience in providing audit services for nonprofit organizations and school districts, and is the Education Services Group leader. She is a frequent presenter at regional and statewide school and governmental accounting conferences and is a member of Michigan Department of Education Committees that provide accounting guidance for school districts. She joined the firm in 2006.

Specializations

  • Performing auditing and assurance services for governmental units, school districts and nonprofit organizations
  • Performing audits under Uniform Guidance (single audits) and audits under Government Auditing Standards

Professional Certifications and Education

  • Certified Public Accountant (CPA)
  • Central Michigan University, Bachelor of Science in Business Administration

Professional Membership

  • American Institute of Certified Public Accountants
  • Association of School Business Officials (ASBO)
  • Michigan Association of Certified Public Accountants
  • Michigan Department of Education’s 1022 Committee
  • Michigan Department of Education’s Audit Referent Committee
  • Michigan School Business Officials (MSBO)
  • Various Regional School Business Official Organizations

Publications/Seminars

  • Article: Contractor or Employee? Understanding the Distinctions for School Districts
  • Article: Best Practices for School District Audits
  • Article: The ABCs of Your Single Audit
  • Article: GASB 84: Understanding the Statement to Implement Efficiently in Your School District
  • Article: Form 990 – Changes That Affect Nonprofit Organizations Now
  • Article: GASB 68 — Accounting and Financial Reporting for Pensions
  • Article: Two New Standards: GASBs 67 & 68
  • Article: GASB 68 for School Districts
  • Article: Current and Down the Pipe Changes – What Will GASB 63 & GASB 65 Change From Your Perspective
  • Article: I Love a Good Audit
  • Article: Meal Charging and Bad Debt Policies
  • Article: Guidance on 3% Refund for School Districts
  • Article: Highlights of Changes and MDE Updates in Response to COVID-19
  • Article: Coronavirus Relief Fund – Allowable Uses and Documentation Requirements for Schools
  • Article: Deciding to Implement GASB 84 – Now or Later?
  • Article: School Food Authorities: Common Issues and Findings Presentation
  • eBook: What School Districts Need to Know About GASB 96 Implementation
  • Presentation: MICPA Governmental Accounting Conferences
  • Presentation: MSBO conferences and trainings, including Annual Conference
  • Presentation: MASB annual conference
  • Presentation: SWMSBO annual conference
  • Presentation: various regional and local School Business Organizations
  • Webinar: GASB 84: Understanding the Statement to Implement Efficiently in Your School District

Community Involvement

  • Genesee County Habitat for Humanity
  • Genesee County Humane Society
  • Girl Scout, troop leader
  • Leadership Genesee
  • Powers Catholic High School, volunteer
  • St. Paul Lutheran Church School, board member
  • Swartz Creek Youth Cheer, coach
  • United Way of Genesee County
  • Whaley Children’s Center
  • Zonta Club of Flint, board of directors

Jamie Rivette is a Principal in the Saginaw office audit department. She leads the firm’s Assurance Service Line and is a member of the Government Services Group. She joined Yeo & Yeo in 1999 and is a member of the Yeo & Yeo Board of Directors.

Specializations

  • Assurance services for governmental units, school districts and not-for-profit organizations
  • Audits under government auditing standards
  • Single audits under 2 CFR 200

Professional Certifications and Education

  • Certified Public Accountant (CPA)
  • Certified Government Financial Manager (CGFM)
  • Northwood University, Bachelors in Accounting

Professional Membership

  • American Institute of Certified Public Accountants
  • GFOA Certificate of Achievement for Excellence in Financial Reporting Program – Special Review Committee
  • Government Finance Officers Association
  • Michigan Association of Certified Public Accountants
  • Michigan Association of School Boards
  • Michigan Government Finance Officers Association – Accounting and Auditing Standards Committee
  • Michigan Government Finance Officers Association – Mentoring and Membership Committee
  • Michigan Government Finance Officers Association, past board member
  • Michigan Municipal Executives
  • Michigan Municipal League

Publications/Seminars

  • Article: Why Face-to-Face Meetings With Your Auditor Are Important
  • Article: Are Your Security Systems and Employees Prepared to Fight Off Potential Hackers?
  • Article: If You Report Fiduciary Funds, Expect Some Changes
  • Article: The Case for Internal Controls – Reducing Fraud in Government Entities Is Easier Than You May Think
  • Article: Career Advocacy for Women at Yeo & Yeo
  • Article: 5 Audit and Financial Statement Tips for Newly Elected Officials
  • Article: 5 Ways School Districts Work Smarter, Not Harder, When Preparing for Your Audit
  • Article: 5 Ways Municipalities Work Smarter, Not Harder, When Preparing for an Audit
  • Article: 3 Ways That Internal Controls Can Increase Efficiency
  • Article: Municipalities — Are Your Security Systems and Employees Prepared to Fight Off Potential Hackers?
  • Article: Analytical Procedures Can Help Make Your Audit More Efficient
  • eBook: What Governments Need to Know About GASB 96 Implementation
  • Presentation: GASB Update — presented to the Michigan Townships Association
  • Presentation: GASB 68 — presented in-house and to municipality clients
  • Presentation: Basic Governmental Auditing — presented at MICPA conference
  • Presentation: Internal Controls – Cash Handling — presented to local school districts
  • Presentation: Is Your Audit Paperwork up to Snuff? — presented at MICPA conference
  • Presentation: Embracing GASB 74 & 75 — presented at MICPA conferences
  • Presentation: Fraud Risks and Why Internal Controls are Important — presented at MICPA conferences
  • Presentation: Preparing for a Headache-Free Audit — presented at Michigan Municipal Executives and the Michigan Government Finance Officers Association
  • Presentation: First Pensions, Now OPEB: What School Districts Need to Know About GASB 74 & 75 — presented at MICPA conferences
  • Presentation: Enterprise Fund Accounting Issues — presented at Michigan Government Finance Officers Association
  • Presentation: Creating Impactful Presentations — presented at MICPA conference
  • Podcasts: Single Audits for Government Entities
  • Training: Fraud and Prevention in Local Governments — developed in-house

Community Involvement

  • Girls on the Run, past volunteer coach
  • Hemlock Middle School Cross Country, past assistant coach
  • Hemlock School Board of Education, treasurer
  • Hemlock/Ling Elementary Parent Teacher Organization, past treasurer
  • Junior League Community Advisory Board

Awards

  • Michigan Association of Certified Public Accountants’ Women to Watch – Experienced Leader Award – 2019

Brad DeVries is the Managing Principal of the East Lansing office. He joined Yeo & Yeo in 2005. He leads the firm’s Nonprofit Services Group and is a member of the Assurance Service Line and the Real Estate Services Group.

Specializations

  • Audit, consulting, and tax services with an emphasis on nonprofit organizations and trade associations, insurance entities, and affordable housing and real estate entities
  • HUD, MSHDA, and Rural Development affordable housing audit services
  • In-depth expertise in nonprofit and association management
  • Internal control design and organizational controls
  • Low Income Housing Tax Credit compliance
  • Single audits

Professional Certifications and Education

  • Certified Public Accountant (CPA)
  • Certified Association Executive (CAE)
  • Not-for-Profit Certificate 1 from the AICPA
  • Western Michigan University, Bachelor of Science in Business Administration

Professional Membership

  • Affordable Housing Association of Certified Public Accountants
  • American Institute of Certified Public Accountants
  • American Society of Association Executives
  • Michigan Association of Certified Public Accountants
  • Michigan Nonprofit Association
  • Michigan Society of Association Executives

Publications/Seminars

  • Article: Possible Relief for New Lease Standard Implementation
  • Article: Nonprofit Quick Tip – Insurance Coverage
  • Article: Implementation of the Lease Accounting Standard Has Been Delayed
  • Article: Nonprofit Quick Tip: Lease Inventory Policy
  • Article: Nonprofit Quick Tip: Operating Reserves
  • Article: Compilation, Review or Audit – Which One Is Best for Your Nonprofit?
  • Article: Nonprofit Quick Tip: Conflict of Interest Policy
  • Article: Nonprofit Quick Tip: Whistleblower Policy
  • Article: Policies and Procedures: A Roadmap to Success
  • Article: Best Practices for Effective Donor Acknowledgment Letters
  • Article: Authored and published numerous articles for Yeo & Yeo Nonprofit Perspectives Newsletter
  • eBook: Lobbying and Political Expenditures: A Nonprofit Perspective
  • eBook: Essential Nonprofit Policies — Create Policies That Support Your Organization and Mission
  • Presentation: Speaker for seminars on nonprofit and real estate auditing at Yeo & Yeo
  • Presentation: Presenter at the Troy Chamber of Commerce Nonprofit Conference
  • Presentation: Presenter at the Michigan Association of Certified Public Accountants Annual Nonprofit Conference
  • Presentation: Presenter at the Michigan Association of Certified Public Accountants Accounting & Auditing Symposium
  • Presentation: Presenter at the Michigan Society of Association Executives Academy of Association Management
  • Presentation: Presenter at the Michigan Society of Association Executives Operations Conference

Community Involvement

  • Condo Association, former treasurer
  • Leadership Lansing graduate
  • Local Community, volunteer
  • Michigan Rural Development Council, board member and treasurer
  • Michigan Society of Association Executives, board member and Spring Golf Committee chair